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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,535 | $105,210+80.1% | $159,487+18.8% | $85,851+120.8% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 268.34% | 45.08%+223.3pp | 263.71%+4.6pp | 318.63%-50.3pp |
| Employer contribution / active EE | $13,061 | $3,319+293.5% | $4,831+170.3% | $2,565+409.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,196 | $6,934-39.5% | $10,804-61.2% | $6,261-33.0% |